News and resources for Canada's top financial advisors
Est. 1998
Your Business
Wednesday, March 9, 2022 at 1:00 PM ET
Thanks to longstanding and deep-seated stereotypes, women clients are often thought of as lesser investors than their male counterparts, despite research demonstrating otherwise.
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Setting expectations early, assigning specific projects and building in time for fun will lead to a successful experience
By Melissa Shin |July 11, 2023
5 min read
Industry
After a volatile year in markets, more clients say they're willing to work with multiple providers
By Maddie Johnson |July 6, 2023
2 min read
An OSC enforcement action against a former rep has extended an existing suspension
By James Langton |February 9, 2021
1 min read
Examining how taxes, expected investment outcomes and utility can affect asset location
By Benjamin Felix |October 15, 2020
15 min read
Applicants will still be required to submit a comprehensive financial plan and complete a technical exam
By Staff |October 5, 2020
Examining which investment method produces better returns
By Benjamin Felix |August 25, 2020
Advisors could face suspensions if their firms don’t report credits on time
By Greg Dalgetty |December 20, 2019
Programs will be mandatory for those seeking the CFP
By Staff |October 2, 2019
The IIROC cycle ends Dec. 31, 2017
By Staff |December 15, 2017
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